San Luis Wealth Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025

A detailed history of San Luis Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 50,236 shares of JEPQ stock, worth $2.75 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
50,236
Previous 47,189 6.46%
Holding current value
$2.75 Million
Previous $2.44 Million 11.87%
% of portfolio
0.59%
Previous 0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$45.88 - $54.4 $139,796 - $165,756
3,047 Added 6.46%
50,236 $2.73 Million
Q1 2025

Apr 18, 2025
BUY
$51.45 - $58.51 $2.43 Million - $2.76 Million
47,189 New
47,189 $2.44 Million

Others Institutions Holding JEPQ

# of Institutions
834
Shares Held
241M
Call Options Held
679K
Put Options Held
672K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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